Nicole Heales

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Why I do what I do…


I’m a single, independent woman, I always have been.  I adore my life and cherish the freedom I have created for myself.

But freedom comes with absolute financial responsibility and need for financial resilience.

I realised a long time ago that not having an additional wage in my life, I needed to get clearer about how money works, so I could make the most of my money and live the life that I want.  I also understood that I needed the help of a professional to steer me along the right path, and guide me through all the products, legislation and strategies that were available to me.  I needed a financial coach and sounding board.

So I saw three different advisers, all men, unfortunately none of them bothered to build rapport, I had no connection with any of them because no one made anything clearer for me.

I couldn’t find an approachable, professional adviser who spoke to me in a language I understood, so I studied and became the adviser I was looking for.

There are some things you cannot outsource.  Regardless of your relationship status, you need to take care of your health and you need to take care of the health of your finances.

I help women understand and simplify their finances so they can live their best life with the resources they have.

Nicole Heales Adviser Profile click here.

About Nicole Heales Financial click here.


Licensee Details

Nicole Heales is an Authorised Representative No. 312479 of Capstone Financial Planning Pty Ltd. Capstone and Nicole Heales Financial are 100% privately owned and operated businesses, meaning they are not owned by a fund manager, insurance company or other financial institution. This association allows choice, flexibility and autonomy in our advice.  We have a broad range of financial planning solutions and are focused on providing you with the best possible solution.

Capstone Financial Planning Pty Ltd
ABN 24 093 733 969
Australian Financial Services Licence No. 223135
L 14, 461 Bourke St, Melbourne VIC 3000
Ph: 1300 306 900
Email: info@capstonefp.com.au |  www.capstonefp.com.au

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INDUSTRY AWARDS

  • Winner – Most Influential Financial Planner 2019
  • Power50 – 50 Most Influential Advisers in Australia 2019, 2018 and 2017
  • Finalist – Female Excellence in Advice 2018 and 2017
  • Finalist – Industry Thought Leader of the Year 2018
  • Finalist – Holistic Adviser of the year 2018
  • Winner – Most Inspirational Woman in Financial Planning 2017
  • Finalist – Financial Adviser of the Year 2017 and 2016

OUR LOCATION

Level 14, 461 Bourke St Melbourne VIC 3000
Postal: P.O. Box 361, Balaclava VIC 3183
Mobile: 0417 167 024

Let’s Connect!

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Adviser Profile | Financial Services Guide
Privacy Policy | Disclaimer

Nicole Heales is an Authorised Representative of Capstone Financial Planning Pty Ltd ABN 24 093 733 969. AFSL 223135 (Authorised Representative Number 312479).

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